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InvescoSmall ValueRWJ · NYSE Arca

Invesco S&P SmallCap 600 Revenue ETF (RWJ)

Price
$59.57
11 Sept 2026
Assets
$2.1B
Total net assets
Expense ratio
0.39%
Category 1.09%
Yield
1.00%
Trailing distributions
3Y CAGR
18.1%+2.8%
Category 15.3%
5Y CAGR
10.6%+2.0%
Category 8.6%
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Invesco S&P SmallCap 600 Revenue ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-3.4%+1.6%+21.7%+23.0%+23.1%+18.1%+10.6%+13.2%+12.3%
Small Value average-2.6%2.2%16.5%18.9%19.0%15.3%8.6%10.1%11.1%
Difference-0.8%-0.6%+5.2%+4.1%+4.1%+2.8%+2.0%+3.1%+1.2%

Holdings

The 10 largest positions make up 15.7% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
WKCWorld Kinect Corp2.66%
KMXCarMax Inc2.22%
MANManpowerGroup Inc2.21%
UNFIUnited Natural Foods Inc1.71%
LNCLincoln National Corp1.46%
ABGAsbury Automotive Group Inc1.21%
GPIGroup 1 Automotive Inc1.17%
KSSKohl's Corp1.10%
DXCDXC Technology Co Registered Shs When Issued1.02%
SAHSonic Automotive Inc Class A0.90%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
14.7
P/B
1.5
P/S
0.4
P/CF
6.8

Sector allocation

Share of the equity the fund holds.

25.6%Consumer discretionary11 sectors
  1. Consumer discretionary25.6%
  2. Industrials15.5%
  3. Financial services12.4%
  4. Technology11.3%
  5. Consumer staples8.2%
  6. Energy8.0%
  7. Health care6.9%
  8. Materials4.7%
  9. Real estate3.9%
  10. Communication services2.7%
  11. Utilities0.9%

Asset mix

  • Stocks100.0%
  • Cash0.0%

ETF details

Issuer
Invesco
Category
Equity · Small Value
Ticker
RWJ
Exchange
NYSE Arca
Inception
19 Feb 2008 (18.6 years)
Structure
Exchange Traded Fund
Expense ratio
0.39% (category 1.09%)
Holdings turnover
42% (category 107%)
Distribution yield
1.00%
Beta, 3 years
1.13
Total net assets
$2.1B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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